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Mark as Cash Advance

Cash Advances can be requested for various reasons. For example, if you need to travel for business purposes, you may request a cash advance to cover anticipated expenses such as meals, transportation, and accommodation.

Note: The cash advance option may be disabled for your account by your administrator. If you do not see this option, please contact your administrator for assistance. 

 

If you have already received a Cash Advance and used it to pay for an expense, you can apply the advance towards the expense when you are editing your expense report. 

 

Steps to Mark an Expense as a Cash Advance

  1. Open the My Transactions Module
    My Transactions tab in the Expense module in the ExpensePoint mobile app

  2. Select the transaction you want to mark.

  3. From the available options, choose Mark Cash Advance.
    Mark Cash Advance option from the selected transaction

 

Marking a transaction as a cash advance helps ensure accurate record-keeping. It clarifies that neither the company nor the employee owes eachother money, as the transaction is properly documented for accounting purposes.